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Donaldson Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Donaldson Capital Management’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4M Sell
382,732
-29,396
-7% -$1.49M 0.55% 40
2026
Q1 		$21M Sell
412,128
-14,253
-3% -$728K 0.68% 34
2025
Q4 		$21.8M Sell
426,381
-22,699
-5% -$1.16M 0.69% 35
2025
Q3 		$23M Sell
449,080
-55,719
-11% -$2.85M 0.73% 32
2025
Q2 		$25.8M Sell
504,799
-68,161
-12% -$3.46M 0.95% 33
2025
Q1 		$29.1M Sell
572,960
-33,490
-6% -$1.7M 1.1% 32
2024
Q4 		$30.6M Sell
606,450
-18,574
-3% -$942K 1.17% 32
2024
Q3 		$32M Buy
625,024
+40,738
+7% +$2.07M 1.23% 32
2024
Q2 		$29.4M Sell
584,286
-117,948
-17% -$5.92M 1.23% 33
2024
Q1 		$35.4M Sell
702,234
-3,416
-0.5% -$172K 1.47% 30
2023
Q4 		$35.6M Sell
705,650
-801
-0.1% -$40.1K 1.6% 29
2023
Q3 		$35.2M Sell
706,451
-49,653
-7% -$2.47M 1.66% 31
2023
Q2 		$37.6M Sell
756,104
-55,828
-7% -$2.77M 1.71% 31
2023
Q1 		$40.3M Buy
811,932
+60,019
+8% +$2.97M 1.9% 27
2022
Q4 		$37M Sell
751,913
-16,013
-2% -$787K 1.81% 27
2022
Q3 		$37.8M Sell
767,926
-87,933
-10% -$4.33M 2.08% 20
2022
Q2 		$42.2M Sell
855,859
-71,593
-8% -$3.54M 2.17% 20
2022
Q1 		$46M Buy
927,452
+47,778
+5% +$2.38M 2.09% 19
2021
Q4 		$43.9M Buy
879,674
+98,085
+13% +$4.91M 1.93% 22
2021
Q3 		$39.2M Buy
781,589
+73,777
+10% +$3.7M 1.98% 24
2021
Q2 		$35.5M Buy
707,812
+133,972
+23% +$6.72M 1.82% 23
2021
Q1 		$28.8M Buy
573,840
+40,488
+8% +$2.03M 1.58% 24
2020
Q4 		$26.8M Sell
533,352
-18,167
-3% -$911K 1.58% 27
2020
Q3 		$27.6M Sell
551,519
-111,422
-17% -$5.58M 1.87% 25
2020
Q2 		$33.2M Sell
662,941
-142,107
-18% -$7.03M 2.41% 19
2020
Q1 		$39M Buy
805,048
+77,746
+11% +$3.87M 3.41% 6
2019
Q4 		$36.5M Buy
727,302
+212,021
+41% +$10.7M 2.47% 16
2019
Q3 		$25.9M Buy
+515,281
New +$25.9M 1.92% 24

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Donaldson Capital Management's NEAR Position: Q2 2026 in Review

Donaldson Capital Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 7.1% in Q2 2026, selling an estimated $1.49M and leaving 382,732 shares worth $19.4M. The position accounts for 0.55% of the portfolio, ranked #40.

Donaldson Capital Management first reported a position in NEAR in Q3 2019 and has held it in 28 quarters since. The position peaked at $46M in Q1 2022. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Donaldson Capital Management held 382,732 shares of iShares Short Maturity Bond ETF worth $19.4M as of Q2 2026.
  • Donaldson Capital Management sold 29,396 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.49M.
  • iShares Short Maturity Bond ETF made up 0.55% of Donaldson Capital Management's portfolio in Q2 2026, its #40 holding.
  • Donaldson Capital Management first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Donaldson Capital Management's iShares Short Maturity Bond ETF position peaked at $46M in Q1 2022.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.